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Getting Started

Get familiar with support teams, New Business processes, and tools at Sun Life.

Contracting

  • You can self-enroll for a temporary code. The temporary code will allow you to submit your first piece of business.
  • Once you submit your first piece of business, we’ll give you a permanent advisor code. If there any concerns, your back office may be able to help you. However, if you have additional questions, you can contact our contracting team at contract.section@sunlife.com or call 1 800 800 4SUN, and press 1, 3, 1.

Sales

  • salesdesk@sunlife.com
  • 1 800 800 4SUN and press 1, 4, 1
  • Get help with questions about potential sales, products, and sales strategies.

Advisor Experience Team

  • advisorexperienceteam@sunlife.com
  • 1 800 800 4SUN and press 1, 1, 4
  • The Advisor Experience Team will assist you with:
    • Questions while the policy is pending
    • Sun eApp support
    • General inquiries and feedback on new business processes and resources

    Commission

    • remun@sunlife.com
    • 1 800 800 4SUN and press 1, 3, 2
    • Get answers to questions about commissions and commission payment dates.

    In force and claims: Advisor Support

    • While signed into the secure Advisor site, you can request information from the home page with Client Service Tools. This allows you to:
      • check the status of new business by selecting Activity Centre,
      • view Client information by selecting Client Portfolio, and
      • make a Client service request for help with insurance contracts, insurability inquiries, and more by selecting Request Centre.
    • 1 800 800 4SUN and press 1, 1, 2

    Advisor Technology Support

    • PCAID@sunlife.com
    • 1 800 800 4SUN and press 1, 6
    • Get help with passwords and other technical issues.

    Submitting an application:

    Requirements for life insurance coverage:

    Requirements for critical illness insurance coverage:

    Preparing Clients for Tele-interviews:


    What to expect after the application has been sent to Sun Life:

    Timeline of New Business Applications
    Day 1Day 2Day 3 - onward
    • Application received

    • Quality review process and validation

    • Application added to system

    • Visible on Advisor site

     

    • Case Manager and Underwriter are assigned.

    • All requirements are ordered, as outlined by the application (e.g. tele-interview)

    • Underwriter initial review

    • Decision on medical requirements/APS

    • Case manager review (admin and compliance)

    • Tele-interview

    • Additional requirements review

    • Underwriting decision

    • Policy issued

    • Policy settled 

    If you have questions while an application is in any of these stages, please connect with our New Business and Underwriting teams.

    Case managers – helping with administrative requirements for pending applications

    Underwriters – ask about underwriting requirements and decisions for pending applications

    Advisor Experience Team – helping you with pending applications, Sun eApp support, general inquiries, and feedback on New Business processes and resources.